Calendar and Appointments

The Calendar function allows a therapist and their admin team (if any) to view their upcoming calendar in a variety of ways, and to manage your main responsibility: seeing and charting on your clients!


In This Article:


movie Related Video:

Summary

shield_lock Required Roles:

  • To see the entire practice calendar, you must be an Owner or Front Office Scheduler role
  • Providers have view of their own calendar, and would need the above role to see all other provider's calendars in the practice
  • Providers may see a busy/free overview calendar of other providers without the scheduler role if the other therapist enables it

The  calendar_month Calendar (left menu) gives you an overview of appointments for providers.

Calendar View

First, here's an overview of the schedule of a normal, single provider:

At the top right you can toggle your view [ Month / Week / Day ] shown:


  • The Month tab does not show availability. It also does not allow you to create appointments
  • Monthly view only shows scheduled appointments and meetings
  • To see availability instead, please consider using either the Week, Day, or Find Availability view

Create New Appointment or Meeting

  • Similar to other calendar programs, to create an appointment or meeting just click on the date and time on the calendar
  • Clicking on the calendar will open a new appointment popup
  • By default, Appointment is selected as the type but you can switch it to a meeting or OOO:

Then, fill in the details:

  • From the new popup shown above, enter the client name and select them from the dropdown
  • If a group, enter a portion of the group name

We also list the appointment details:

  • Who (provider)
  • When (date/time)
  • Where (office location)
  • CPT code
  • and telehealth option (if enabled) for the appointment

edit_note Note: Want advanced options like repeat appointments or meetings?

Once the information above is entered, click the button here:

For more information about repeat appointments click here.

Calendar Feature: Next Appointment Warning

When you are scheduling, and have a client name entered in the popup, you will the client's next upcoming appointment to avoid booking too close.

You'll see 3 different warning types / colors:

  • Red if an existing appointment is on the same day
  • Orange if an existing appointment is within a calendar week of the one you are scheduling
  • Blue if the client has an upcoming appointment outside those two timeframes above

You are free to disregard, the system does not block you in any way, it's just an alert.

Here's an example of the Orange warning:


Reschedule an Appointment

To reschedule an appointment, you have one of two options:

1. If it is on the same week, you can just "drag & drop" the appointment, example shown below:


2. From the Calendar, click on the appointment and go to the top Scheduling tab.

From there you can change the date/time of the appointment, alongside other things.

Calendar Options

On the far right menu once in the calendar, you'll notice the following options shown below:


Collapse the Menu

Click the arrow button (top right) to hide the right menu for a larger calendar view, shown below:

  • This will give you a little more room
  • To show again, click on any portion of the collapsed right menu

Right Menu Options:

calendar_today Find Availability is so packed with features, it gets its own section: Click here!
  • New Client: Create a new client and then optionally schedule them for an appointment (as well as additionally sending a client portal invite all in one action!)
  • Edit Availability: Edit times staff and/or clients can see: Calendar Availability Set Up
  • Calendar Settings:
  • Start Time: This allows you to set when your "day" starts (at the "top" of the calendar)
    To do this you'd first click on the hour # first, then the minute # - Refresh the page to apply the changes
  • Therapist Filter: Pick and choose what providers you want to view (we support viewing deactivated providers as well)

edit_calendar Rearrange Providers on the Calendar

Want a particular order instead of alphabetical?

To do this:

  • Click the X to the far right of all the providers names to clear that out
  • Then, pick in order from left to right which providers you wish to populate your calendar.
  • Location Filter: Filter by office location
  • Show Cancellations: opt to hide or show (in red) cancelled appointments on the calendar
  • Legend: shows the colors of appointments based on their status

Find Availability

This is a handy feature that combines your availability into a hybrid calendar: showing you a monthly view to the right, and with whatever date selected reveals it's availability on the left.

This may be also be handy if you have a client in the office that wishes to see your availability as well, since it doesn't reveal client names until you begin typing to search for the client when scheduling.

We also incorporate icons based on your availability sections, so you and staff have a quick 'heads up' view of which appointment types a provider should have scheduled. Article: Availability Setup

Overview:


  • The right is your monthly view. We default to the first available slot based on your availability
  • Click on any date on the right to pull up the times for that date on the left
  • The left is your daily view for any therapists selected
    • Each free slot will be shown with the time and color of location
    • It will also use iconography to denote the slot type, hover over each icon for an explanation:
      • domain Means clients can self schedule in person
      • videocam Means clients can self schedule telehealth
      • language Means clients can self schedule (in general)
      • If not available (appt, meeting, or no availability set), there will be no button for that time
schedule Need a time other than what's listed?
If there are no timeslot buttons, you can still schedule an appointment that day!
At the top center just beneath the name of the provider, click

Filters:

Optionally, set filters at the bottom right like:

  • Client Name
  • Therapist Tags (more info)
  • Therapist
  • Appointment length
  • Number of weekly visits (total repeat)
  • Time of day
  • Locations

Therapist Tags:

Each therapist can have none, one, or many tags. Multiple providers can have the same tag, and you can use this when filtering availability, making it easy for your practice to organize providers. Select the tag(s), then select the providers.

  • Select the tag
  • Then select the providers you wish to load

Article: Therapist Tags Set up


Create an Appointment

  • Click the time buttons on the left (ie: 8:00 AM) to load a prompt to schedule an appointment for that date & time:

  • This loads an appointment pop up similar to the calendar:

  • Similar to the calendar, you can click Book it to schedule, or More Details to set more advanced options, including repeat appointments

Want other providers to see your free/busy schedule?

You can share a free/busy schedule with other providers in your office. To enable this setting as a provider, go to:

  • Calendar (left menu)
  • Then click  (right button)
  • At the top you will see the option "Share my calendar with other therapists at my practice"

shield_person Are you a Manager or Owner? If so:
  • Click your name at the top, then click (top right)
  • At the top under the tabs, select provider name's profile first
  • Then click Calendar (top tab)
  • At the top you will see the option "Share my calendar with other therapists at my practice"

After enabling, other providers in your group will be able to see your availability from either their Calendar, or their Find Availability feature!


How to see:

  • As a provider, go to the Calendar (left menu)
  • Click on the Therapists filter (right menu)
  • Check off each provider you wish to see the availability of:

Print Calendar

print To print the calendar, we have a handy article on that viewable here: Print Calendar

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